MCM

Murphy Capital Management Portfolio holdings

AUM $720M
1-Year Est. Return 9.22%
This Quarter Est. Return
1 Year Est. Return
-9.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$931M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$559K
3
+$534K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$424K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$408K

Top Sells

1
+$1.34M
2
+$789K
3
+$636K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$601K
5
WTV icon
WisdomTree US Value Fund
WTV
+$464K

Sector Composition

1 Technology 14.17%
2 Industrials 7.77%
3 Communication Services 7.65%
4 Financials 7.28%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.56M 0.49%
77,216
+904
52
$4.55M 0.49%
94,308
-387
53
$4.5M 0.48%
16,277
-532
54
$4.49M 0.48%
119,354
-5,097
55
$4.37M 0.47%
56,994
-569
56
$4.12M 0.44%
65,051
-1,387
57
$3.62M 0.39%
23,743
-347
58
$3.61M 0.39%
54,225
-1,890
59
$3.49M 0.38%
53,021
-1,019
60
$3.42M 0.37%
9,525
+245
61
$3.3M 0.35%
24,354
+1,136
62
$3.3M 0.35%
69,590
-5,949
63
$3.05M 0.33%
26,589
-70
64
$3.01M 0.32%
11,252
-95
65
$2.95M 0.32%
58,705
-4,586
66
$2.94M 0.32%
17,971
-120
67
$2.78M 0.3%
19,763
-477
68
$2.76M 0.3%
9,066
-159
69
$2.7M 0.29%
40,431
-950
70
$2.6M 0.28%
41,680
-5,462
71
$2.57M 0.28%
9,937
+94
72
$2.56M 0.28%
12,298
-465
73
$2.55M 0.27%
15,419
-30
74
$2.49M 0.27%
34,636
+4,336
75
$2.44M 0.26%
12,590
-141
1 2
3
4 5